13F Filings History of McAdam, LLC
- Latest 13F filing
- Q2 2026 - 04 Aug 2026
- Latest reported 13F value
- $2,588,044,722
- Largest 13F holdings
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FNDX SCHX SCHG SCHF JCPB SCHC FDEM VOE VOT SCHZ VBR AAPL
+8 more
IVV NVDA SPTL VBK IEFA VB SPYV SCHP - Form 13F summary
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- McAdam, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- McAdam, LLC reported 517 equity holdings with a total reported market value of $2,588,044,722 for Q2 2026. Top reported holdings included FNDX, SCHX, SCHG, SCHF, and JCPB.
- Manager signature
- Edward O'Brien - Chief Compliance Officer
- Manager location
- Philadelphia, PA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$2,588,044,722
Quarter delta
+$368,447,023
Accepted
04 Aug 2026, 15:06
Rows shown
1-25 of 39
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 517 | $2,588,044,722 | +$400,663,206 | -$257,529,821 | +$143,133,385 | FNDX, SCHX, SCHG, SCHF, JCPB | 13F-HR | 04 Aug 2026, 15:06 |
| Q1 2026 | 442 | $2,219,597,699 | +$92,431,479 | -$20,834,386 | +$71,597,093 | FNDX, SCHX, SCHG, SCHF, SCHC | 13F-HR | 08 May 2026, 14:51 |
| Q4 2025 | 428 | $2,185,102,067 | +$139,917,114 | -$12,813,416 | +$127,103,698 | SCHX, FNDX, SCHG, SCHF, SCHC | 13F-HR | 13 Feb 2026, 13:48 |
| Q3 2025 | 394 | $2,029,356,262 | +$110,180,527 | -$25,096,444 | +$85,084,083 | SCHX, FNDX, SCHG, SCHF, SCHC | 13F-HR | 29 Oct 2025, 16:18 |
| Q2 2025 | 376 | $1,826,476,773 | +$123,701,908 | -$48,435,051 | +$75,266,857 | SCHX, FNDX, SCHG, SCHF, SCHC | 13F-HR | 15 Jul 2025, 16:20 |
| Q1 2025 | 343 | $1,615,677,468 | +$26,967,577 | -$202,920,558 | -$175,952,981 | SCHX, FNDX, SCHG, SCHF, SCHZ | 13F-HR | 21 May 2025, 10:22 |
| Q4 2024 | 353 | $1,832,798,416 | +$659,189,397 | -$33,103,161 | +$626,086,236 | SCHX, FNDX, SCHG, SCHF, SCHZ | 13F-HR | 24 Jan 2025, 13:40 |
| Q3 2024 | 330 | $1,782,579,648 | +$103,541,571 | -$82,979,961 | +$20,561,610 | SCHX, FNDX, SCHG, SCHF, SCHZ | 13F-HR | 22 Oct 2024, 17:29 |
| Q2 2024 | 318 | $1,662,404,074 | +$104,550,800 | -$11,141,252 | +$93,409,548 | SCHX, SCHG, FNDX, SCHF, SCHZ | 13F-HR | 24 Jul 2024, 12:41 |
| Q1 2024 | 302 | $1,559,837,148 | +$99,546,823 | -$14,026,669 | +$85,520,154 | SCHX, FNDX, SCHG, SCHF, SCHZ | 13F-HR | 23 Apr 2024, 09:36 |
| Q4 2023 | 277 | $1,386,736,928 | +$67,085,729 | -$18,963,213 | +$48,122,516 | SCHX, FNDX, SCHG, SCHF, SCHZ | 13F-HR | 05 Feb 2024, 11:24 |
| Q3 2023 | 258 | $1,219,818,294 | +$75,336,716 | -$13,127,921 | +$62,208,795 | SCHX, FNDX, SCHG, SCHF, SCHZ | 13F-HR | 31 Oct 2023, 17:00 |
| Q2 2023 | 262 | $1,211,755,692 | +$74,399,941 | -$25,159,644 | +$49,240,297 | SCHX, FNDX, SCHG, SCHF, SCHZ | 13F-HR | 02 Aug 2023, 12:29 |
| Q1 2023 | 256 | $1,110,963,045 | +$158,919,128 | -$29,686,305 | +$129,232,823 | SCHX, FNDX, SCHG, SCHF, SCHZ | 13F-HR | 24 Apr 2023, 12:59 |
| Q4 2022 | 193 | $402,275,000 | $0 | $0 | $0 | FNDX, SCHZ, RSP, MDYV, VOE | 13F-HR | 27 Jan 2023, 14:39 |
| Q3 2022 | 216 | $922,400,000 | +$45,833,121 | -$12,443,495 | +$33,389,626 | SCHX, FNDX, SCHG, SCHZ, SCHF | 13F-HR | 24 Oct 2022, 14:30 |
| Q2 2022 | 220 | $945,770,000 | +$94,153,624 | -$55,489,112 | +$38,664,512 | SCHX, FNDX, SCHG, SCHZ, SCHF | 13F-HR | 15 Jul 2022, 16:19 |
| Q1 2022 | 212 | $1,057,485,000 | +$226,437,956 | -$16,641,255 | +$209,796,701 | SCHX, FNDX, SCHG, SCHF, SCHZ | 13F-HR | 07 Apr 2022, 12:52 |
| Q4 2021 | 193 | $1,014,108,000 | +$76,589,811 | -$8,193,843 | +$68,395,968 | SCHX, FNDX, SCHG, SCHZ, SCHF | 13F-HR | 07 Jan 2022, 16:14 |
| Q3 2021 | 179 | $900,288,000 | +$47,236,043 | -$10,986,401 | +$36,249,642 | SCHX, FNDX, SCHG, SCHZ, SCHF | 13F-HR | 05 Oct 2021, 14:41 |
| Q2 2021 | 176 | $879,423,000 | +$126,442,787 | -$4,831,492 | +$121,611,295 | SCHX, FNDX, SCHG, SCHZ, SCHF | 13F-HR | 02 Aug 2021, 15:17 |
| Q1 2021 | 160 | $709,275,000 | +$51,893,647 | -$16,607,605 | +$35,286,042 | SCHX, FNDX, SCHG, SCHZ, SCHF | 13F-HR | 26 Apr 2021, 13:34 |
| Q4 2020 | 161 | $653,308,000 | +$88,150,591 | -$38,758,416 | +$49,392,175 | SCHX, FNDX, SCHG, SCHZ, SCHF | 13F-HR | 12 Jan 2021, 13:39 |
| Q3 2020 | 143 | $526,132,000 | +$32,612,906 | -$1,973,722 | +$30,639,184 | SCHX, FNDX, SCHG, SCHZ, SCHF | 13F-HR | 13 Nov 2020, 12:52 |
| Q2 2020 | 125 | $470,696,000 | +$40,818,032 | -$3,485,864 | +$37,332,168 | SCHX, FNDX, SCHG, SCHZ, SCHF | 13F-HR | 31 Jul 2020, 16:50 |